Bryan Anthony Richardson
Investment adviser representative at Consolidated Portfolio Review Corp
31 yearsExperience
1 stateRegistered in
$1.6BFirm assets
34 yearsFirm in business
Are you Bryan Anthony Richardson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Consolidated Portfolio Review CorpMar 2026 to now
- Advisors Share Wealth Management, LLCMar 2024 to Mar 2026
- Ebh Securities, Inc.Feb 1995 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1993957
- Firm CRD
- 112694